Principal, Senior Financial Advisor
As principal of HBKS®, Greg Sorce collaborates with the firm’s partners and senior financial advisors to plan the firm’s strategic direction. As a senior financial advisor, he leads a team of HBKS® licensed advisors and administrators working directly with clients in Pennsylvania and across the country to plot their financial course and help them achieve their financial objectives. Greg began...
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Principal, Senior Financial Advisor
Matthew Costigan is a principal and senior financial advisor in the HBKS® Pittsburgh office. He began his public accounting career specializing in individual and trust taxation in 2003 with a Big Four firm. He joined HBK CPAs & Consultants in 2006 and began working as a personal financial advisor with HBKS® in 2008. His clients benefit from his extensive knowledge...
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Senior Financial Advisor
Donna Kline combines experience as wealth manager, a proven approach to long-term financial planning and the unique skills of a Certified Divorce Financial Analyst™ (CDFA®) to help a divorcing client understand and address the associated financial issues and helping them in obtaining a fair and equitable divorce settlement. She directs the HBKS® CDFA® practice out of the firm’s Pittsburgh offices. She is...
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Financial Advisor
Brett Dusch is a Financial Advisor in the HBKS® Wealth Advisors Pittsburgh office. Brett began his career at HBKS® in August 2021, after spending five years at Federated Hermes, Inc. as a Senior Internal Regional Consultant. Brett earned his Bachelor of Science in Finance, from The Pennsylvania State University in the Spring of 2016. He was an active member of...
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Financial Advisor
Shawn Fodge is a CERTIFIED FINANCIAL PLANNER™ professional specializing in holistic financial planning. Shawn’s broad-based experience includes more than a decade of direct client interaction and extensive planning for high net worth individuals. He is experienced in Money Guide Pro financial planning software; retirement plan administration and participant administration; and CRUT, CRAT, foundations, grantor, and irrevocable trusts.
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Financial Advisor
Shirl Trefelner, CPA, CSRP is a financial advisor working out of the Pittsburgh, Pennsylvania, HBKS® office. She is a seasoned financial professional with a strong background in accounting and a passion for guiding clients toward comprehensive financial success. As a Certified Public Accountant (CPA) and a Certified Specialist in Retirement Planning (CSRP), Shirl brings a unique blend of technical expertise...
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